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Marco Stigler-Thomas, CFA
Directeur
Marco is client consulting director in het kantoor van bfinance in München en houdt zich bezig met klanten in de DACH- en CEE-regio. Voordat hij bij bfinance in dienst trad, was hij Vice President en Account Manager bij PIMCO, waar hij zich richtte op de dienstverlening aan klanten in de DACH- en CEE-regio. Hij heeft ook stagetaken vervuld bij Deutsche Bank Asset and Wealth Management in Frankfurt en Credit Suisse in Zürich. Marco is CFA charterholder, heeft een CEMS Master in International Management en heeft een mastergraad in financiën van de Copenhagen Business School. Hij behaalde zijn bachelordiploma aan de Universiteit van Maastricht.
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Manager Intelligence and Market Trends - February 2025
bfinance’s quarterly report in February 2025: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major...
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Impact Private Debt: DNA of a Manager Search
The ‘Impact Private Debt’ sector has undergone a significant phase of expansion during the past two years. This report presents an overview of currently available strategies, while an illustrative...
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Four Family Office Trends to Watch in 2025
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Properties of Performance: What Has Set Real Estate Fund 'Winners' Apart?
With an eye on recent difficulties in real estate portfolios, we ask: what has separated high-performing real estate managers from their weaker counterparts? And should investors consider adjusting...
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‘Enhanced Indexation’ Gains Momentum as Investors Shift Gears
Asset owners are now grappling with fundamental tensions within equity portfolio design. The runaway performance of tech titans has led to fears of market over-concentration. At the same time,...
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Time to Press for Better Fees in Private Markets?
A new survey of more than 300 investors (Global Asset Owner Survey, November 2024) indicates that more than 40% believe ‘like-for-like’ fees for Private Equity managers have decreased in the past...
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Global Asset Owner Survey: Risk and Resilience
A secular macroeconomic transition has created an unenviable series of choices—and potential traps— for pension funds, insurers, endowments, foundations, family offices and other ‘asset owners’...
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Diagnosis: Opportunity? Direct Lending in Healthcare
Private debt investors are eyeing apparently superior returns in healthcare lending, with funds’ net IRR targets suggesting a premium of more than 300bps versus conventional direct lending...